ASSURED PRIVATE WEALTH LTD

🌳Matureactive
08759684 · ltd · incorporated 2013-11-04
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jul 2025
Net worth
—
book net assets
Opportunity
74/100
Strong
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What this business does
Primary activity: Administration of financial markets
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 74/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (81/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
6 officers (3 active, 6 linked, 5 with DOB)
87
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
39 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Jul 2024Jul 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-07-312024-07-31
Average employees600600

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
3
filings
  • • 1 confirmation-statement
  • • 1 address
  • • 1 accounts
Last 180 days
4
filings
  • • 1 confirmation-statement
  • • 1 address
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-04-22
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  2. 2026-04-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2026-01-13
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  4. 2026-01-12
    ➖
    CARTWRIGHT, David Peter resigned
    director
  5. 2025-04-28
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  6. 2025-04-28
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  7. 2024-12-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2023-09-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2023-04-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2021-09-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2021-04-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2020-06-24
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2020-04-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2019-04-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2018-06-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2018-03-07
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  17. 2017-07-31
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  18. 2017-04-13
    ➖
    YOUNG, Harry resigned
    director
  19. 2016-12-23
    ➕
    CARTWRIGHT, David Peter appointed
    director
  20. 2016-07-15
    ➕
    YOUNG, Harry appointed
    director
  21. 2015-06-16
    ➖
    RUFF, Peter James resigned
    director
  22. 2015-02-17
    ➕
    RUFF, Peter James appointed
    director
  23. 2013-11-04
    🏢
    Company incorporated
    As ASSURED PRIVATE WEALTH LTD
  24. 2013-11-04
    ➕
    HOLLAND, Matthew James appointed
    secretary
  25. 2013-11-04
    ➕
    HOLLAND, Matthew James appointed
    director
  26. 2013-11-04
    ➕
    HOLLAND, Rebecca appointed
    director

Owner dependency

66/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

49/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 13 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Rebecca Holland
Individual · British · DOB 11/1971 · age 55
25–50%
25–50%board control25-50% shares · 25-50% voting · board control28/04/2025
Mr David Peter Cartwright
Individual · British · DOB 08/1962 · age 64
25–50%
25–50%25-50% shares · 25-50% voting28/04/2025
Mr Matthew James Holland
Individual · British · DOB 11/1975 · age 51
25–50%
—sig. influence25-50% shares · significant influence · firm interest14/07/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2013-11-04
Jurisdictionengland-wales
Primary SIC66110 — Administration of financial markets

Registered office

60 High Street
Lyndhurst
SO43 7BJ
England

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2027-04-27
Last: 2026-04-13

Officers (3 active · 3 resigned)

HOLLAND, Matthew James→
secretary · appointed 2013-11-04
View their other companies + combined net worth →
Active
HOLLAND, Matthew James→
director · ~51y · appointed 2013-11-04
View their other companies + combined net worth →
Active
HOLLAND, Rebecca→
director · ~55y · appointed 2013-11-04
View their other companies + combined net worth →
Active
CARTWRIGHT, David Peter→
director · ~64y · appointed 2016-12-23 · resigned 2026-01-12
Resigned
RUFF, Peter James→
director · ~50y · appointed 2015-02-17 · resigned 2015-06-16
Resigned
YOUNG, Harry→
director · ~50y · appointed 2016-07-15 · resigned 2017-04-13
Resigned

Click a director name to see their full track record across all companies.

Recent filings (39 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-29
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-04-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-21
termination-director-company-with-name-termination-date
officers · TM01
2026-01-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-28
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-04-28
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-04-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-04-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-12